Title: Investor Services Analyst Location: Boston, MA, United States Job Description: Full time job requisition id R93537 About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role The Relationship team within the Funds Group contributes to Wellington Management’s mission by delivering first-class client service to clients who invest in Wellington’s sponsored funds. These clients represent financial advisors, US wirehouses, endowment, foundation, family office, corporate, and public funds relationships invested in commingled pools including Wellington Managed Funds – US, Wellington Trust Company NA, Wellington Management Funds - Global, Wellington US Registered Funds and Wellington Alternative Investments. This role will focus on clients invested within Wellington’s US registered interval and tender offer funds and the successful candidate will be the key point of contact for financial advisor clients. The Investor Services Analyst will work as part of a team responsible for but not limited to: coordination of client account openings and closings, client reporting requirements with the fund reporting team, responsible for protecting the validity and accuracy of the client data, RFIs, cash flows, capital calls, distributions and other direct client interactions on servicing items. To accomplish these responsibilities, the Investor Services Analyst is expected to partner closely with other parts of the business such as Internal Wholesalers, Relationship Managers, Fund Services, Fund Reporting and the wider Funds Group team to ensure the client’s requirements are met. Specific responsibilities include but not limited to:  - Coordinate administrative aspects of onboarding/offboarding of fund investors - Coordinate new deliverables via the delivery management platform and/or with Fund Reporting team including documentation of procedures - Complete recurring tasks such as operational due diligence questionnaires and requests for information - Oversee coordination of fund-related queries from clients, adhering to strict SLAs - Communicate fund-related information to investors - Provide support to fund investors for client portal access, password resets etc. - Support fund documentation changes - Contribute to fund investor specific projects, including system enhancements and process improvements Qualifications/Attributes The ideal candidate for the role will have: - Minimum of 3-5 years experience in the investment management industry, in areas of client service or operations, with experience with US Registered/40 Act interval and tender offer funds - Strong relationship building and collaboration skills and the curiosity to learn - Ability to cope under pressure within a high volume environment - Sound business judgement and the ability to synthesize complex issues and effectively balance competing objectives and risks, and the ability to think creatively to solve business problems for clients - Strong communication and presentation skills - Project management skills, influencing, team-orientation, consensus building, and strong quantitative, written and verbal communication skills - IT skills such as python coding or SQL are an advantage - A college degree is required JOB TITLE Investor Services Analyst JOB FAMILY Investment Product & Fund Strategy LOCATION 280 Congress Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com. At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Customer Care Analyst Location: United States - Remote Job Description: time type Full time job requisition id R67773 Job Summary: The Customer Care Analyst provides phone-based support, gathers customer needs, and triages issues to the appropriate teams to ensure a smooth and positive customer experience. Job Description: Job Summary The Customer Care Analyst serves as the first point of contact for Red River Software customers, delivering high-quality phone support and ensuring a positive customer experience. This role focuses on understanding customer needs, documenting issues, and effectively triaging requests to the appropriate teams for resolution. This position is responsible for intake, communication, and coordination of customer issues, ensuring clear expectations and timely follow-up throughout the customer journey. Success in this role comes from strong communication, attention to detail, and ownership—not deep technical troubleshooting. Key Responsibilities Customer Support & Communication - Provide high-quality support primarily through inbound phone interactions - Deliver a professional, empathetic, and solutions-oriented experience - Ask effective questions to clearly understand customer needs Issue Intake & Triage - Accurately document customer issues and requests - Identify the type, urgency, and impact of each issue - Resolve common or basic requests when possible, during the initial interaction - Route issues to the appropriate internal team with clear, complete information Case Management & Follow-Up - Maintain accurate and complete records of customer interactions - Monitor open cases and ensure timely follow-up and resolution - Communicate updates, next steps, and expectations clearly to customers Cross-Team Coordination - Collaborate with internal teams to ensure smooth handoffs - Provide complete context when escalating issues to reduce delays and rework Process & Continuous Improvement - Follow established workflows and support processes - Identify recurring issues and share trends with leadership - Contribute to improving customer experience and internal processes Qualifications Required - 1–3 years of experience in customer service, call center, or customer-facing support - Strong verbal communication and active listening skills - Ability to remain calm and professional in high-volume environments - Strong organizational skills and attention to detail - Ability to manage multiple priorities in a fast-paced environment Preferred - Experience providing phone-based customer support - Familiarity with CRM or ticketing systems (e.g., HubSpot or similar) - Experience working in a cross-functional team environment Success in This Role - Customers feel heard, supported, and confident after each interaction - Issues are accurately triaged and routed the first time - Communication is clear, timely, and consistent - Cases are well-documented and followed through to resolution - Strong collaboration improves overall customer outcomes Additional Information - This is a remote position - Occasional travel may be required based on business needs Worker Type: Regular Number of Openings Available: 1

Title: Strategy Analyst Location: Boston, MA, USA Job Description: We believe in the power and joy of learning At Cengage, our employees have a direct impact in helping students around the world discover the power and joy of learning. We are bonded by our shared purpose – driving innovation that helps millions of learners improve their lives and achieve their dreams through education. Cengage's portfolio of businesses supports student choice by providing a range of pathways that help learners achieve their goals and lead a choice-filled life. Our culture values inclusion, engagement, and discovery Our business is driven by our strong culture, and we know that creating an inclusive workplace is absolutely essential to the success of our company and our learners, as well as our individual well-being. We recognize the value of diverse perspectives in everything we do, and strive to ensure employees of all levels and backgrounds feel empowered to voice their ideas and bring their authentic selves to work. We achieve these priorities through programs, benefits, and initiatives that are integrated into the fabric of how we work every day. To learn more, please see https://www.cengagegroup.com/about/inclusion-and-belonging/. Where You'll Work This role follows a hybrid onboarding approach before transitioning to a primarily remote schedule. During the first 3–6 months, candidates are expected to work on-site in Boston one day per week to support training, collaboration, and team integration. After onboarding is complete, the position becomes fully remote (work from home), with a monthly in-person team meeting in Boston to stay connected and aligned. What you'll do here: The Strategy Analyst is an individual contributor role responsible for supporting pricing strategy, commercial analysis, and business insight generation across Cengage Group. Reporting to the Senior Manager, Strategy & Pricing, this role will help drive foundational pricing analysis, competitive comparable and insights, and analytical support for strategic commercial initiatives across the business. This role sits within the Commercial Strategy & Analytics team and is designed for candidates with strong analytical proficiency, intellectual curiosity, and an interest in commercial strategy, pricing, and data-driven problem solving. The role will partner closely with cross-functional business stakeholders to support analyses that influence pricing decisions, business prioritization, and growth initiatives. This role is ideal for analyst-level candidates with the skills for working with data, and an eagerness to tackle strategic problem solving and contribute to meaningful commercial initiatives in a fast-paced and collaborative environment. In this role, you will: - Develop analyses and recommendations related to pricing optimization, commercial simplification, whitespace opportunities, and market positioning. - Support execution of pricing strategy initiatives through competitive price tracking, market monitoring, pricing diagnostics, and pricing data maintenance activities. - Conduct competitive research and pricing analyses across Higher Education, Workforce Skills, Milady, Gale, ELL, and other Cengage businesses to identify pricing trends, risks, and opportunities. - Support recurring and ad hoc analytical requests tied to strategic business questions, leadership reviews, and commercial initiatives. - Gather, clean, organize, and analyze data from multiple sources to support insight generation and business decision-making. - Partner with Commercial Strategy, Pricing Strategy, Enterprise Analytics, and Finance teams to help translate data into actionable business insights. - Build and maintain analytical models, trackers, summaries, and presentations used to support pricing and commercial strategy decisions. - Assist in identifying key business drivers, market trends, customer behaviors, and commercial performance patterns across Cengage businesses. - Help support strategic analyses related to market opportunity, portfolio performance, customer adoption, and commercial effectiveness. - Develop proficiency with analytical and reporting tools such as Excel, SQL, Snowflake, Power BI, and other business intelligence technologies. - Contribute to executive-ready presentations and business reviews by helping synthesize findings into clear summaries, charts, and recommendations. - Support broader strategic and transformation projects as needed, including business reviews, market analyses, and commercial initiatives. Skills you will need here: - A four-year college degree with high achievement and previous experience with the following: - 1-3 years of professional experience in analytics, strategy, consulting, pricing, finance, business intelligence, commercial operations, or related analytical roles (can include co-op experience) - Strong analytical and quantitative problem-solving skills with attention to detail and intellectual curiosity. - Advanced proficiency in Excel and PowerPoint, with familiarity or interest in learning SQL, Snowflake, and other analytical tools. - Ability to work with and interpret large datasets to identify trends, patterns, and actionable insights. - Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment. - Ability to communicate analytical findings clearly and effectively to both technical and non-technical audiences. - Interest in pricing strategy, commercial analytics, market analysis, and strategic business problem solving. - Strong interpersonal and collaboration skills with the ability to work effectively across teams and functions. - Interest in creatively leveraging AI (where applicable) to support analysis and research methods - Demonstrated initiative, learning agility, and willingness to take ownership of work products and analyses. - Comfortable navigating ambiguity and supporting projects with evolving business questions and priorities. - Experience in education technology, SaaS, subscription businesses, pricing analysis, consulting, or commercial analytics environments preferred. - Passion for using data and analysis to help drive business decisions and uncover opportunities for growth and improvement. Cengage is committed to working with broad talent pools to attract and hire strong and most qualified individuals. Our job applicants are considered regardless of any classification protected by applicable federal, state, provincial or local laws. Cengage is also committed to providing reasonable accommodations for qualified individuals with disabilities including during our job application process. If you are an applicant with a disability and require reasonable accommodation in our job application process. About Cengage Cengage, a global education technology company serving millions of learners, provides affordable, quality digital products and services that equip students with the skills and competencies needed to be job ready. For more than 100 years, we have enabled the power and joy of learning with trusted, engaging content, and now, integrated digital platforms. We serve the higher education, workforce skills, secondary education, English language teaching and research markets worldwide. Through our scalable technology, including MindTap and Cengage Unlimited, we support all learners who seek to improve their lives and achieve their dreams through education. Compensation At Cengage Group, we take great pride in our commitment to providing a comprehensive and rewarding Total Rewards package designed to support and empower our employees. Click here to learn more about our Total Rewards Philosophy. The full base pay range has been provided for this position. Individual base pay will vary based on work schedule, qualifications, experience, internal equity, and geographic location. Sales roles often incorporate a significant incentive compensation program beyond this base pay range. In this position, you will be eligible to participate in the company’s discretionary incentive bonus program. This position's bonus target amount, which is not guaranteed and is dependent on individual performance and overall company results among other factors, is provided below. 10% Annual: Individual Target $67,000.00 - $87,000.00 USD

• Provides analysis and technical support, and maintenance of the software used to support clinical and business processes. • Analyzes user needs and develops solutions to those needs while adhering to best practices. • Develops a clear understanding of the software and tools used to meet the needs of the end user. • Works with end-users, vendors, and internal IT staff supporting business/clinical processes. • Facilitates cohesive integration of software applications with business and clinical operations. • Designs and delivers training documentation for software used in business and clinical processes. • Provides on-call support coverage (24 hours per day, 7 days per week) on a rotating basis.